NetSuite

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How the LeanPay x NetSuite integration works

LeanPay connects to NetSuite via a dedicated API to automatically synchronise the financial and accounting data required for effective accounts receivable management.

Through this integration, LeanPay directly retrieves invoices, payments and customer data from NetSuite, including contacts, details and addresses. These data are then centralised in LeanPay, providing a reliable and up to date view of outstanding amounts and reminder actions.

Invoice PDFs are also automatically imported into LeanPay, making them easy to access and use throughout the customer reminder process.

This synchronisation enables unified and centralised accounts receivable management, fully connected to your NetSuite environment.

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NetSuite overview

NetSuite is a leading cloud-based ERP, offering advanced features powered by artificial intelligence, and used by more than 43,000 organisations worldwide. The platform covers a broad functional scope, from financial and accounting management to CRM and e-commerce, all within a single unified environment.

Designed to support business growth, NetSuite is suited to both fast-growing start-ups and international groups. The solution scales with organisational needs and helps structure financial and operational processes at scale.

Real time analytics are embedded directly into the interface. Users access contextualised key indicators that support informed decision-making and day to day operational management.

NetSuite is widely used for financial management, including general and analytical accounting, accelerated close processes, expense management, revenue recognition, auditability and full visibility into financial performance. All financial functions rely on a single source of data, shared with sales, order management, inventory and commerce modules.

The platform notably includes the following capabilities:

Finance and accounting
Billing and revenue recognition
Financial planning
Financial reporting and analytics
Multi-country accounting and consolidation
Governance, risk management and compliance (GRC)

Why use the NetSuite x LeanPay integration

Seamless integration with your ERP

LeanPay connects to NetSuite to automatically import the data required for managing your accounts receivable, with no manual re-entry.

Data always synchronised

Invoices, payments and customer information from NetSuite are centralised in LeanPay, ensuring a reliable and up to date view of your outstanding amounts.

Accounting consistency and reliability

Data synchronisation from NetSuite helps limit discrepancies and ensures you rely on consistent accounting data to manage and optimise your reminder processes.

3 steps to connect your tools

Create your LeanPay account

Configure your settings

Create your LeanPay account

Configure your settings

Once the SMS option is activated, set the sender name for your SMS messages.

Set up your LeanPay workspace according to your company to start centralizing your customer data.

Set up Electronic Registered Delivery in LeanPay, including letter templates and sender details.

Set up your LeanPay workspace to centralise your customer data.

Set up your LeanPay workspace according to your company to start centralising your customer data.

Define the sending settings for your standard or registered letters: sender address, logo, footer, etc.

Sync your data

Add an SMS step to your reminder plan

Connect your Outlook business email

Connect your Gmail business email

Add the Electronic Registered Delivery step to your reminder plan

Connect your Infolegale account

Importez vos données

Connect your Creditsafe account

Add a letter step to your reminder plan

Select NetSuite from our list of integrations and follow the guided steps.

Centralise your email

Emails sent and received are automatically synchronised in LeanPay.

Centralise your email exchanges

Emails sent and received via Gmail are automatically synchronised and stored in LeanPay.

Send your first Electronic Registered Deliveries

Validate the sending of Electronic Registered Deliveries from your reminder to do list once the delay threshold is reached.

Send your first SMS

Start sending your first reminders

Send your first letters

Choose between automatic sending managed by LeanPay or manual approval of each message.

Your two tools are now connected

Approve sending from your reminders to-do list or let LeanPay handle dispatch automatically according to your settings

Retrieve your Infolegale data

Récupérez vos données

Get your Creditsafe data

LeanPay automatically imports the credit opinion, the Infolegale score, their historical changes and all available information for each customer.

LeanPay importe automatiquement l’ensemble des informations disponibles pour chacun de vos clients.

LeanPay automatically imports credit scores, credit limits, and financial health events for each of your customers.

Import your coverage

LeanPay automatically retrieves credit insurance contracts and amounts covered for each of your customers.

Your questions about the NetSuite integration

Which data are synchronised from NetSuite to LeanPay?

LeanPay automatically retrieves invoices, payments and customer data such as contacts, details and addresses. Invoice PDFs are also imported so they can be used in customer reminders.

How long does it take for NetSuite data to be available in LeanPay?

The connection is established instantly as soon as your accounts are linked.

How often are NetSuite data updated in LeanPay?

Synchronisation runs automatically via the NetSuite API to ensure up to date data for accounts receivable management.

Is the integration compatible with multi-entity environments?

Yes. LeanPay is designed to handle multi-entity environments and allows accounts receivable management by entity, with a consolidated view when required.